|
26
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$13.5M
|
+$1.39M
|
+17,141
|
+11%
|
|
|
27
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$12.7M
|
–
|
–
|
–
|
|
|
28
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$12.1M
|
-$3.9M
|
-48,000
|
-23%
|
|
|
29
|
Concord Wealth Partners
Abingdon,
Virginia
|
$12M
|
-$101K
|
-1,250
|
-0.8%
|
|
|
30
|
Global Endowment Management
Charlotte,
North Carolina
|
$11.4M
|
–
|
–
|
–
|
|
|
31
|
Financial Enhancement Group
Anderson,
Indiana
|
$10.8M
|
+$681K
|
+8,390
|
+6%
|
|
|
32
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$10.1M
|
+$1.68M
|
+20,636
|
+18%
|
|
|
33
|
Insight Wealth Strategies
San Ramon,
California
|
$9.94M
|
-$549K
|
-6,765
|
-5%
|
|
|
34
|
Private Advisor Group
Morristown,
New Jersey
|
$9.89M
|
+$3.48M
|
+42,822
|
+49%
|
|
|
35
|
Fidelity Investments
Boston,
Massachusetts
|
$8.98M
|
-$228K
|
-2,809
|
-2%
|
|
|
36
|
Park Avenue Securities
New York
|
$8.95M
|
-$80.3K
|
-989
|
-0.8%
|
|
|
37
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$8.83M
|
+$1.37M
|
+16,881
|
+17%
|
|
|
38
|
WP Advisors
San Francisco,
California
|
$8.34M
|
-$10.9K
|
-134
|
-0.1%
|
|
|
39
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$8.09M
|
+$148K
|
+1,820
|
+2%
|
|
|
40
|
ACR Alpine Capital Research
St. Louis,
Missouri
|
$8.06M
|
-$58.4M
|
-719,409
|
-87%
|
|
|
41
|
Peak Financial Management
Wellesley,
Massachusetts
|
$7.77M
|
+$310K
|
+3,815
|
+4%
|
|
|
42
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$7.63M
|
+$466K
|
+5,737
|
+6%
|
|
|
43
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$7.02M
|
–
|
–
|
–
|
|
|
44
|
Arrow Investment Advisors
Laurel,
Maryland
|
$6.83M
|
+$7.3M
|
+89,946
|
New
|
|
|
45
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$6.49M
|
+$1.09M
|
+13,411
|
+19%
|
|
|
46
|
BigSur Wealth Management
Miami,
Florida
|
$6.35M
|
+$7.55K
|
+93
|
+0.1%
|
|
|
47
|
Rothschild Investment LLC
Chicago,
Illinois
|
$5.96M
|
-$149K
|
-1,838
|
-2%
|
|
|
48
|
TPB Wealth Advisors
San Antonio,
Texas
|
$5.95M
|
-$1.54M
|
-18,999
|
-20%
|
|
|
49
|
|
$5.82M
|
+$3.55M
|
+43,703
|
+132%
|
|
|
50
|
Kestra Advisory Services
Austin,
Texas
|
$5.25M
|
+$664K
|
+8,178
|
+13%
|
|
